Retirement Plans in General

5,817 topics in this forum

1. Corporation dissolved, plan continues

   By katieinny, March 30, 2006
   • 4 replies
   • 3.1k views
   • 
   • Ron Snyder
   • March 31, 2006

2. HCE

   By dmb, March 29, 2006
   • 6 replies
   • 2.3k views
   • 
   • Guest
   • March 30, 2006

3. DOL Advisory Opinion 2006-03A

   By Jim Norman, March 29, 2006
   • 3 replies
   • 2.1k views
   • 
   • Belgarath
   • March 30, 2006

4. New IRS User Fees for 5307 Filings Effective After 2/1 or 7/1?

   By Guest EMM118, March 20, 2006
   • 6 replies
   • 2.7k views
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   • Guest
   • March 28, 2006

5. unitized employer stock "fund"

   By Guest PMiller, March 23, 2006
   • 1 reply
   • 2.7k views
   • 
   • Kirk Maldonado
   • March 24, 2006

6. Trustee RFP

   By alexa, March 16, 2006
   • 1 reply
   • 1.8k views
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   • Ron Snyder
   • March 23, 2006

7. Different Waiting Periods/vesting for Different Groups of Employees

   By smm, March 20, 2006
   • 2 replies
   • 2k views
   • 
   • smm
   • March 22, 2006

8. What to count for top heavy

   By Santo Gold, March 17, 2006
   • 1 reply
   • 1.3k views
   • 
   • Kirk Maldonado
   • March 18, 2006

9. Underage Employees

   By Dougsbpc, March 16, 2006
   • 4 replies
   • 2.4k views
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   • Dougsbpc
   • March 17, 2006

10. Administration Forms

    By Guest darkhorse11, March 16, 2006
    • 0 replies
    • 2.3k views
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    • Guest
    • March 16, 2006

11. Mandated Endorsements Under EGTRRA and ERTA

    By WDIK, March 9, 2006
    • 9 replies
    • 2.5k views
    • 
    • WDIK
    • March 13, 2006

12. Wants to Split W-2 Incom to get a part as 1099

    By katieinny, March 10, 2006
    • 4 replies
    • 2k views
    • 
    • katieinny
    • March 10, 2006

13. Notice to Interested Parties notice-Determination Ltr

    By Beltane, March 9, 2006
    • 1 reply
    • 1.7k views
    • 
    • saabraa
    • March 9, 2006

14. How to Claim a refund for taxes withheld from dividends

    By Appleby, March 2, 2006
    • 4 replies
    • 2.1k views
    • 
    • Appleby
    • March 7, 2006

15. top heavy status successor plan

    By R. Butler, March 7, 2006
    • 3 replies
    • 2.5k views
    • 
    • R. Butler
    • March 7, 2006

16. 415 limit with 2 businesses

    By betheeg, March 6, 2006
    • 5 replies
    • 1.7k views
    • 
    • betheeg
    • March 7, 2006

17. Termination prior to NRA

    By Guest LoloV, March 6, 2006
    • 1 reply
    • 1.7k views
    • 
    • rcline46
    • March 6, 2006

18. Cannot locate deferred vested participants

    By mal, February 24, 2006
    • 3 replies
    • 2k views
    • 
    • Guest
    • February 27, 2006

19. SAR - Information required to be given to participant

    By Guest terric, February 9, 2006
    • 2 replies
    • 1.9k views
    • 
    • WDIK
    • February 24, 2006

20. Prior Service Credit

    By Scott, February 24, 2006
    • 0 replies
    • 1.3k views
    • 
    • Scott
    • February 24, 2006

21. Type of business entity as factor in establishing PS Plan?

    By billfgrady, February 23, 2006
    • 4 replies
    • 2k views
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    • Belgarath
    • February 23, 2006

22. Forms 1099-R and 945

    By imchipbrown, February 18, 2006
    • 1 reply
    • 1.7k views
    • 
    • WDIK
    • February 21, 2006

23. Partnership income for entry date compensation?

    By Guest esi-jht, February 17, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 17, 2006

24. ASG

    By Guest Beacon, February 17, 2006
    • 1 reply
    • 1.5k views
    • 
    • Ron Snyder
    • February 17, 2006

25. Hours of Service for Eligibility

    By mming, February 17, 2006
    • 0 replies
    • 1.3k views
    • 
    • mming
    • February 17, 2006

26. When Must A Plan Be Executed?

    By Scott, February 16, 2006
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 16, 2006

27. Stock Attribution and Controlled Group Determination

    By Guest EMM118, February 16, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • February 16, 2006

28. Correcting Form 945

    By Guest terric, February 16, 2006
    • 1 reply
    • 1.9k views
    • 
    • Bird
    • February 16, 2006

29. "Controlled group" and coverage (dis-)aggregation

    By AlbanyConsultant, February 15, 2006
    • 0 replies
    • 1.9k views
    • 
    • AlbanyConsultant
    • February 15, 2006

30. Eligibility requirements

    By Guest terric, February 10, 2006
    • 4 replies
    • 2.4k views
    • 
    • JAY21
    • February 13, 2006

31. break-in-service

    By Guest umike, February 10, 2006
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • February 10, 2006

32. Military Leave and a Plan that requires Mandatory Contributions

    By Guest MikeD, February 10, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 10, 2006

33. What to include as compensation

    By Santo Gold, February 10, 2006
    • 4 replies
    • 2.1k views
    • 
    • Tom Poje
    • February 10, 2006

34. Two tiered MP allocation

    By Guest LoloV, February 9, 2006
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • February 10, 2006

35. using IRA funds to purchase a business

    By Guest jigpsu, February 8, 2006
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 9, 2006

36. Maryland Social Security Number Privacy Act

    By stephen, February 8, 2006
    • 4 replies
    • 4.1k views
    • 
    • E as in ERISA
    • February 8, 2006

37. schedule K1 income

    By eilano, February 3, 2006
    • 4 replies
    • 4.9k views
    • 
    • JAY21
    • February 7, 2006

38. contribution to plan as incentive comp

    By Guest cac3900, February 3, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 3, 2006

39. outsourcing pensions work - pros and cons

    By Guest student_actuary, January 2, 2006
    • 9 replies
    • 6.2k views
    • 
    • Guest
    • February 3, 2006

40. QDRO distributions & top heavy determination

    By Guest jim williams, January 31, 2006
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • February 1, 2006

41. HCE waiver

    By Santo Gold, January 31, 2006
    • 2 replies
    • 1.5k views
    • 
    • Effen
    • January 31, 2006

42. 404 excess

    By Earl, January 31, 2006
    • 3 replies
    • 2.5k views
    • 
    • Belgarath
    • January 31, 2006

43. Asset Sale

    By Guest jetfaninmn, January 25, 2006
    • 2 replies
    • 1.5k views
    • 
    • Locust
    • January 26, 2006

44. Can SAR reflect assumed name of sponsor?

    By chris, January 24, 2006
    • 6 replies
    • 1.6k views
    • 
    • chris
    • January 25, 2006

45. Fiduciary responsibility in an ERISA plan

    By Don Levit, January 20, 2006
    • 1 reply
    • 1.4k views
    • 
    • GBurns
    • January 25, 2006

46. Original amendment period to adopt ERISA

    By JanetM, January 19, 2006
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • January 20, 2006

47. Can a Trust Adopt a Qualified Plan?

    By namealreadyinuse, January 20, 2006
    • 0 replies
    • 1.5k views
    • 
    • namealreadyinuse
    • January 20, 2006

48. Over Contributed

    By Guest lindamichals, January 18, 2006
    • 5 replies
    • 1.7k views
    • 
    • E as in ERISA
    • January 19, 2006

49. Elapsed time vesting

    By rcline46, January 18, 2006
    • 1 reply
    • 2.8k views
    • 
    • Tom Poje
    • January 19, 2006

50. Form 1099-R: Distribution to a minor

    By Lori Friedman, January 16, 2006
    • 1 reply
    • 2.6k views
    • 
    • JanetM
    • January 16, 2006